+576.7%
WMB vs KMI
+107.9%
+468.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | -0.2% |
| 7D | -6.9% | -5.1% | -1.8% | -2.4% |
| 30D | -7.2% | -3.1% | -4.0% | -4.3% |
| 3M | -5.4% | +0.2% | -5.7% | -5.4% |
| 6M | -4.9% | +1.1% | -6.0% | -5.4% |
| YTD | +14.7% | +17.7% | -3.0% | -0.1% |
| 1Y | +14.7% | +19.6% | -4.9% | -1.5% |
| 3Y | +116.4% | +117.6% | -1.2% | +10.7% |
| 5Y | +198.5% | +143.1% | +55.4% | +38.6% |
| 10Y | +266.3% | +142.0% | +124.2% | +64.5% |
| All | +576.7% | +107.9% | +468.8% | +177.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling